Sign In
Buy PUBM
PubMatic Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.319 |
| EPS actual | -$0.270 |
| EPS Surprise | 15.38% |
| Revenue estimate | 60.416M |
| Revenue actual | 62.567M |
| Revenue Surprise | 3.56% |
| Release date | Feb 26, 2026 |
| EPS estimate | -$0.0133 |
| EPS actual | $0.140 |
| EPS Surprise | 1,154.22% |
| Revenue estimate | 75.281M |
| Revenue actual | 80.046M |
| Revenue Surprise | 6.33% |
| Release date | Nov 10, 2025 |
| EPS estimate | -$0.0100 |
| EPS actual | $0.0300 |
| EPS Surprise | 400.00% |
| Revenue estimate | 76.123M |
| Revenue actual | 67.96M |
| Revenue Surprise | -10.72% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0500 |
| EPS Surprise | 150.00% |
| Revenue estimate | 69.575M |
| Revenue actual | 71.095M |
| Revenue Surprise | 2.19% |
Last 4 Quarters for PubMatic
Below you can see how PUBM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $10.57 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0500 |
| EPS surprise | 150.00% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $11.65 |
| Aug 06, 2025 | $11.55 |
| Aug 07, 2025 | $11.18 |
| Aug 08, 2025 | $10.93 |
| Aug 11, 2025 | $10.57 |
| Aug 12, 2025 | $8.34 |
| Aug 13, 2025 | $8.49 |
| Aug 14, 2025 | $8.28 |
| Aug 15, 2025 | $8.37 |
| 4 days before | -9.27% |
| 4 days after | -20.81% |
| On release day | -21.10% |
| Change in period | -28.15% |
| Release date | Nov 10, 2025 |
| Price on release | $7.65 |
| EPS estimate | -$0.0100 |
| EPS actual | $0.0300 |
| EPS surprise | 400.00% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $7.87 |
| Nov 05, 2025 | $8.06 |
| Nov 06, 2025 | $7.38 |
| Nov 07, 2025 | $7.40 |
| Nov 10, 2025 | $7.65 |
| Nov 11, 2025 | $10.97 |
| Nov 12, 2025 | $9.57 |
| Nov 13, 2025 | $9.18 |
| Nov 14, 2025 | $9.43 |
| 4 days before | -2.80% |
| 4 days after | 23.27% |
| On release day | 43.40% |
| Change in period | 19.82% |
| Release date | Feb 26, 2026 |
| Price on release | $7.07 |
| EPS estimate | -$0.0133 |
| EPS actual | $0.140 |
| EPS surprise | 1,154.22% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $6.57 |
| Feb 23, 2026 | $6.30 |
| Feb 24, 2026 | $6.40 |
| Feb 25, 2026 | $6.58 |
| Feb 26, 2026 | $7.07 |
| Feb 27, 2026 | $8.10 |
| Mar 02, 2026 | $8.18 |
| Mar 03, 2026 | $8.29 |
| Mar 04, 2026 | $8.73 |
| 4 days before | 7.61% |
| 4 days after | 23.48% |
| On release day | 14.57% |
| Change in period | 32.88% |
| Release date | May 07, 2026 |
| Price on release | $10.24 |
| EPS estimate | -$0.319 |
| EPS actual | -$0.270 |
| EPS surprise | 15.38% |
| Date | Price |
|---|---|
| May 01, 2026 | $10.23 |
| May 04, 2026 | $10.25 |
| May 05, 2026 | $10.40 |
| May 06, 2026 | $10.14 |
| May 07, 2026 | $10.24 |
| May 08, 2026 | $10.74 |
| May 11, 2026 | $9.88 |
| May 12, 2026 | $9.78 |
| May 13, 2026 | $9.48 |
| 4 days before | 0.0978% |
| 4 days after | -7.42% |
| On release day | 4.88% |
| Change in period | -7.33% |
PubMatic Earnings Call Transcript Summary of Q1 2026
PubMatic reported a strong Q1 2026 with revenue of $62.6M and adjusted EBITDA of $2.6M, both above guidance. Excluding a legacy DSP buyer, underlying revenue grew ~13% YoY and emerging revenues (driven largely by AI products) grew >80% YoY and now represent ~14% of total revenue. Key growth drivers are AI/AgenticOS (Agentic campaigns scaled from 1 to >30 live autonomous campaigns and 1,000+ AI-powered deals), CTV, mobile app (mobile app +25% YoY), and Commerce Media (new partnerships with Walmart Connect and PayPal). PubMatic emphasizes five durable competitive advantages: scale of premium inventory, Activate direct-buy platform, AgenticOS and AI agents, owned GPU‑centric infrastructure (NVIDIA collaboration), and the Connect data platform (300+ partners). Operationally, the company processed ~1 trillion impressions/day, generated $10.7M free cash flow (17% margin), ended the quarter with $145M cash and zero debt, and repurchased 1M shares in Q1 (13.5M repurchased since 2023; $85M remaining authorization). Guidance: Q2 revenue $68–70M and adjusted EBITDA $8–10M; management expects to lap the legacy DSP headwind by mid‑Q3 and return to reported revenue growth with accelerating double‑digit growth and margin expansion in H2 2026. Management stresses AI as both a revenue accelerator and margin lever and signals continued targeted CapEx ($16–19M full year) focused on AI/advanced compute, plus continued disciplined capital allocation and ability to pursue M&A.
